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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,067 | $154,228-91.5% | $145,433-91.0% | $137,256-90.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,657 | $4,804-65.5% | $4,554-63.6% | $4,156-60.1% |
| Participant deferral / active EE | $3,781 | $8,216-54.0% | $7,897-52.1% | $6,407-41.0% |
| Admin fee / account holder | $28 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |